3万亿市值后，我要告诉你Google的胜负手根本不在Gemini！

谷歌市值突破3万亿美元，成为美股“四大金刚”之一，这本是意料之中的事。一切都顺风顺水：Gemini模型表现稳健，App Store下载量超越ChatGPT ；反垄断案子尘埃落定，Chrome不会被拆分；AI模式在全球范围内铺开；YouTube和广告收入也在增长。然而，我看到的却是谷歌的深深焦虑。这3万亿市值，以及所有的这些利好，都不足以支撑它走向4万亿、5万亿...👉訂閱「JustSayAI早晚報」· 每日兩封 · 一鍵聽報：justsayai.org  （需科学上网）00:00 Gemini登顶App Store，为什么说这生意Google根本看不上？03:36 Google的胜负手根本不在Gemini？05:00 Nano Banana这些爆款，是为了卖API？08:31 AI mode，即使谷歌挥刀自宫还是降维打击了Perplexity？12:53 最终拼的是单位搜索成本？21:32 Google仅靠成本就能打败Perplexity和OpenAI？30:26 为什么Meta的“银河战队”打不出成绩？31:33 为什么谷歌能容忍Deepmind做非商业性研究？37:17 AI时代，是绑定人才、算力还是产品？42:16 CodeX为什么比Claude便宜那么多？43:26 为什么说AI模型最终都会趋同？44:46 为什么说谷歌在AI时代有生态+算力两张王牌？👉訂閱「JustSayAI早晚報」· 每日兩封 · 一鍵聽報：justsayai.org  （需科学上网）【关注频道】：📺B站：叫我小苏就好啊📕小红书：人民公园说AI▶️油管：人民公园说AI📱听友群：justsayai666在小宇宙查看该单集文稿

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3万亿市值后，我要告诉你Google的胜负手根本不在Gemini！

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